PDi CRM Reports

PDi CRM Reports

PDi CRM comes with a number of standard reports, from mailing labels to budget reports for customers by product.

All the reports can be customised to fit your companies specific requirements. In addition to the standard reports, PDi CRM comes with a built-in forms designer that allows for the modification of the existing reports and creation of your own user reports.

User defined reports can be added to the user report menu / report desktop  module within PDi CRM. The defined reports can be global to all users or set to individual reports. Reports can also be scheduled to run at a certain time.

View the screen cast below to see a few examples of the built-in and user reports